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Weatherly Asset Management’s Salesforce CRM Stock Holding History

Weatherly Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-812
Closed -$215K – 189
2025
Q4 		$215K Buy
+812
New +$202K 0.02% 182
2025
Q3 		– Sell
-795
Closed -$217K – 183
2025
Q2 		$217K Buy
795
+17
+2% +$4.54K 0.02% 176
2025
Q1 		$209K Sell
778
-35
-4% -$10.9K 0.02% 175
2024
Q4 		$272K Buy
813
+35
+4% +$11.2K 0.02% 157
2024
Q3 		$213K Buy
+778
New +$199K 0.02% 177

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Weatherly Asset Management's CRM Position: Q1 2026 in Review

Weatherly Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 812 shares — an estimated $215K sold.

Weatherly Asset Management first reported a position in CRM in Q3 2024 and held it in 5 quarters. The position peaked at $272K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Weatherly Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Weatherly Asset Management sold 812 Salesforce shares in Q1 2026, an estimated $215K.
  • Weatherly Asset Management first reported a position in Salesforce in Q3 2024 and held it in 5 quarters.
  • Weatherly Asset Management's Salesforce position peaked at $272K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Weatherly Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.